Ten Capital Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ten Capital Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-145	Closed	-$10.1K	–	365
2023 Q1	$10.1K	Buy	+145	New	+$10.2K	﹤0.01%	370
2021 Q3	–	Sell	-7,046	Closed	-$558K	–	467
2021 Q2	$558K	Sell	7,046 -410	-5%	-$31.8K	0.13%	91
2021 Q1	$551K	Buy	7,456 +54	+0.7%	+$3.9K	0.13%	87
2020 Q4	$507K	Sell	7,402 -275	-4%	-$17.5K	0.14%	87
2020 Q3	$441K	Buy	+7,677	New	+$437K	0.15%	76

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ten Capital Wealth Advisors's IWR Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 145 shares — an estimated $10.1K sold.

Ten Capital Wealth Advisors first reported a position in IWR in Q3 2020 and held it in 5 quarters. The position peaked at $558K in Q2 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 145 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $10.1K.
Ten Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 5 quarters.
Ten Capital Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $558K in Q2 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.